Ridgewood Investments’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Ridgewood Investments’s Portfolio DLN Stock Details DLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-440	Closed	-$36.1K	–	329
2025 Q2	$36.1K	Hold	440	–	–	0.02%	379
2025 Q1	$34.9K	Hold	440	–	–	0.02%	364
2024 Q4	$34.2K	Hold	440	–	–	0.02%	368
2024 Q3	$34.6K	Sell	440 -110	-20%	-$8.3K	0.02%	367
2024 Q2	$40K	Buy	+550	New	+$39.1K	0.02%	348
2023 Q3	–	Sell	-550	Closed	-$35K	–	324
2023 Q2	$35K	Hold	550	–	–	0.02%	378
2023 Q1	$34K	Buy	+550	New	+$34.1K	0.02%	398
2020 Q1	–	Sell	-4,362	Closed	-$231K	–	171
2019 Q4	$231K	Hold	4,362	–	–	0.16%	157
2019 Q3	$216K	Hold	4,362	–	–	0.17%	159
2019 Q2	$211K	Hold	4,362	–	–	0.17%	161
2019 Q1	$205K	Hold	4,362	–	–	0.17%	162
2018 Q4	$208K	Hold	4,362	–	–	0.17%	155
2018 Q3	$208K	Buy	+4,362	New	+$205K	0.17%	156
2018 Q1	–	Sell	-4,362	Closed	-$201K	–	152
2017 Q4	$201K	Buy	+4,362	New	+$196K	0.18%	136

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Ridgewood Investments's DLN Position: Q3 2025 in Review

Ridgewood Investments sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q3 2025, closing a stake of 440 shares — an estimated $36.1K sold.

Ridgewood Investments first reported a position in DLN in Q4 2017 and held it in 14 quarters. The position peaked at $231K in Q4 2019. 436 funds tracked by Wall St. Rank hold DLN as of Q3 2025.

Ridgewood Investments reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 440 WisdomTree US LargeCap Dividend Fund shares in Q3 2025, an estimated $36.1K.
Ridgewood Investments first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2017 and held it in 14 quarters.
Ridgewood Investments's WisdomTree US LargeCap Dividend Fund position peaked at $231K in Q4 2019.
436 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.